31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 4. Higher Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important

ALLQ31A42MINR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

0.00

Year-over-Year Change

N/A%

Date Range

1/1/2012 - 1/1/2025

Summary

Tracks changes in pricing and terms for separately managed investment accounts. Provides insight into financial institution funding strategies and internal cost management.

Analysis & Context

This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.

Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.

About This Dataset

This economic indicator reflects internal treasury funding charges for investment accounts. It helps analysts understand financial institution pricing dynamics.

Methodology

Data collected through survey responses from financial institutions and investment advisers.

Historical Context

Used by regulators and financial analysts to assess investment account pricing trends.

Key Facts

  • Reflects internal funding cost changes
  • Indicates financial institution pricing strategies
  • Quarterly survey-based metric

FAQs

Q: What does this economic indicator measure?

A: Tracks changes in pricing and funding terms for separately managed investment accounts across financial institutions.

Q: How often is this data updated?

A: Typically updated quarterly through financial institution surveys.

Q: Why are treasury charges important?

A: They directly impact the cost of financial services and investment account management.

Q: Who uses this economic data?

A: Financial analysts, regulators, and investment professionals use this to understand market pricing trends.

Q: What factors influence these charges?

A: Market conditions, internal costs, and overall financial institution strategy affect treasury charges.

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Related Trends

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74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Considerably

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56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Tightened Somewhat

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Citation

U.S. Federal Reserve, Investment Account Pricing Terms (ALLQ31A42MINR), retrieved from FRED.
31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 4. Higher Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important | US Economic Trends